Our team of experienced professionals provides the top quality advice and services you need to help you achieve your most important financial goals.

Rob Chapman, CPA, PFS, CMAInvestment Advisor Representative

Rob is the senior professional at Compass who is also the owner of the practice. He specializes in financial, estate, retirement, tax strategies available from Chapman & Co. P.C. and planning, investment management and risk management.

His advice is given as a fiduciary, providing advice that is in your best interest.

Tanis’ responsibilities focus on taking care of our #1 priority – our clients! With over 21 years of financial industry experience she has held FINRA Series 7 and 63 registrations in the past. Tanis knows what our clients need and delivers.

Tanis enjoys spending time with family and friends, gardening and golfing.

Stephanie Pierce, CPAPlanning & Tax Coordinator

Stephanie brings 5 years of public accounting experience and knowledge to the Compass Wealth team and is the main point of contact for our accounting and tax clients. Stephanie enjoys working with clients and answering their questions in an ever-changing environment.

Stephanie enjoys spending time with her husband and son and keeping active with pickleball and volleyball.

Maggie McNinchOperations Coordinator

Maggie joins the operations team at Compass with a background in investment operations management. She is the key contact for all insurance related accounts and the main contact for our payroll sector of our sister business, New York Payroll Relief Corporation.

Susan brings over 30 years of administrative custom service experience to Compass from various industries including the insurance and mutual funds industry, the manufacturer broker industry, and the packaging industry.

Susan coordinates all of the day-to-day operations at Compass Wealth LLC.

· Education: AA in Word Processing/Executive Secretarial
· Financial Industry Experience: 11 years
· Other Business Experience: Office Manager of Manufacturer Broker for 17 years
· Volunteer Experience with Angel Food Ministries, Member of Various Boards at St John’s Lutheran Church, Church Choir, World Vision

Susan enjoys spending time with family, friends and her pets. She’s an avid reader and sportswoman, and loves the outdoors.

Sarah WidemanPlanning & Tax Director

As a senior member of Compass Wealth, Sarah has been a part of our team for 10 years. Using years of accounting and tax experience, Sarah’s background gives our investment clients additional value.

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